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研報掘金丨光大證券:維持海爾智家“買入”評級,目標價35.54元
格隆匯 06-03 14:17

光大證券研報指出,海爾智家(600690.SH)新一屆董事會和高管序列誕生:董事會會議選舉李華剛為董事長兼總裁,選舉宮偉為副董事長,表決通過聘任多位副總裁。經股東大會表決,董事會獲得回購不超過已發行H股股份總數10%股份、不超過已發行D股股份總數30%股份的一般性授權。海爾智家定位於全球大家電領軍品牌,25年空調經營明顯向上,數字化轉型提質增效,經營效率不斷提高,全球產銷研佈局繼續推進。維持公司2025-2027年歸母淨利潤預測為215/243/273億元,現價對應PE為11、10、9倍,維持“買入”評級,維持目標價35.54元。

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